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The Enlightened Agency Pyramid: Level 4 - Digitize and Automate Workflows
Thoughtful insurance agencies have reorganized their operations to align with their customer segments; many have standardized core systems, some have standardized workflows, but only the 'enlightened' agencies have digitized and automated them.
The Enlightened Agency Pyramid: Level 2 - Standardizing Core Systems
Level two is about standardizing core systems, particularly agency management systems (AMSs), and how that offers a path to help agents improve efficiency and streamline their data processes through consistency.
4 Operating Practices Used by the Most Enlightened Agencies - The Enlightened Agency Pyramid
Discover our Enlightened Agency pyramid to help guide your agency on its journey to digitalization and ensure you’re following digital best practices for the insurance industry.
Enlightened ACORDs: The Fastest Path to a Complete Commercial Submission
Placing small commercial policies is about to get a whole lot easier with intuitive Smart Forms that dynamically load questions and generate ACORDs based on the Lines of Business selected by clients.
A Bold New Chapter for our Product and Website
Following over a year of client feedback sessions, design iterations, and hundreds of engineering hours, I’m so pleased to announce the next edition of the Broker Buddha platform.
10,000 Carrier Applications Converted to Smart Forms
Thanks to overwhelming demand in 2021, Broker Buddha reached a major milestone with more than 10,000 carrier applications converted into online Smart Forms. These applications represent over 200 lines of business and over 500 carriers, and thanks to this massive library, submissions on our platform doubled in 2021.